Filed December 3, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $39,937 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,895 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,955 | $129,021-42.7% | $184,203-59.9% | $77,643-4.7% |
| Participation rate | 89.8% | 87.3%+2.4pp | 86.8%+3.0pp | 70.6%+19.2pp |
| Annual return | 17.35% | 33.27%-15.9pp | 28.81%-11.5pp | 31.24%-13.9pp |
| Employer contribution / active EE | $403 | $4,413-90.9% | $6,427-93.7% | $2,726-85.2% |
| Participant deferral / active EE | $6,050 | $7,297-17.1% | $9,131-33.7% | $4,647+30.2% |
| Admin fee / account holder | $88 | $254-65.2% | $13,901-99.4% | $430-79.5% |